Delegmate for Finmo
An AI teammate that works in Finmo
An AI teammate with its own Google Workspace account. Connect Finmo and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.
About Finmo
Finmo provides payment collection, payouts, wallets, foreign exchange, virtual accounts, and transaction management for businesses.
What it does in Finmo
- Looks up orders and payments in Finmo
- Answers order and billing questions with the facts
- Flags what looks wrong or overdue
- Builds the weekly numbers report
How it works
- 1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
- 2
Connect Finmo
From its Apps tab with your API key, with the Finmo account your team chooses. Or just ask it, and it sends you the link.
- 3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.
Built for
Questions
How does it connect to Finmo?
With a Finmo API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Finmo account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.
What does it do in Finmo without asking?
The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.
Does it need its own Finmo seat?
No. It works through the connection your team sets up, so there is no extra Finmo seat to buy for it.
Is Delegmate made by Finmo?
No. Delegmate is independent and is not affiliated with or endorsed by Finmo. Finmo is a trademark of its owner.
More Finance apps
All integrationsAdd your first teammate today
Sign in with your Google Workspace admin account. It takes a couple of minutes.
Finmo is a trademark of its owner. Delegmate is not affiliated with or endorsed by Finmo.